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For Companies At a Glance
- Tasks: Manage client relationships and coordinate funding applications in a fast-paced environment.
- Company: Dynamic finance provider with strong growth and tailored solutions.
- Benefits: Competitive salary, 25 days holiday, private medical, and pension.
- Other info: Exciting growth opportunities in a supportive and energetic workplace.
- Why this job: Join a thriving team and make a real impact in the SME market.
- Qualifications: Experience in sales or financial services and strong communication skills.
The predicted salary is between 35000 - 40000 £ per year.
A growing and well-backed finance provider is looking to appoint an Account Executive to support continued expansion across the SME market. This is a fantastic opportunity to join a business with strong momentum, offering tailored funding solutions to a broad customer base.
The Opportunity
This role sits at the heart of the commercial function, combining relationship management, deal coordination, and revenue generation. You will take ownership of enquiries from initial engagement through to completion, working closely with both customers and funding partners to deliver efficient and commercially sound outcomes.
Key Responsibilities
- Manage a pipeline of inbound and self-generated opportunities, identifying ways to maximise value from each enquiry
- Build and develop relationships with customers to encourage repeat business and long-term engagement
- Coordinate applications from initial enquiry through to completion, ensuring a smooth and timely process
- Gather, assess, and package financial information to support funding applications
- Source and present suitable funding options aligned to customer requirements
- Liaise with external funding partners and internal stakeholders to progress deals efficiently
- Maintain consistent communication with all parties throughout the lifecycle of each transaction
- Identify alternative solutions for applications that do not proceed first time
- Proactively follow up on live opportunities to improve conversion and retention
- Manage workload effectively in a fast-paced, target-driven environment
About You
- Experience in a commercial, financial services, or sales-driven environment
- Confident managing client relationships and handling multiple deals simultaneously
- Strong attention to detail with the ability to review and interpret financial information
- Commercially aware with a proactive, solutions-focused mindset
- Comfortable working towards targets and performance metrics
- Strong communication and organisational skills
Account Manager/Executives (Permanent) in Birkenhead employer: Roberts Webb Recruitment
Contact Detail:
Roberts Webb Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Manager/Executives (Permanent) in Birkenhead
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance and sales sectors. Attend industry events, join relevant online groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with someone about the Account Executive role, make sure you can clearly explain why you’re the perfect fit. Highlight your experience in managing client relationships and your knack for closing deals. Confidence is key!
✨Tip Number 3
Follow up after interviews! If you’ve had a chat with a potential employer, drop them a quick thank-you email. It shows you’re keen and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the role and why you’d be a great addition to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Account Executive gig. Plus, applying directly means you’ll be in the best position to showcase your skills and experience to the hiring team. Let’s get you that job!
We think you need these skills to ace Account Manager/Executives (Permanent) in Birkenhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Account Executive. Highlight your experience in commercial finance and relationship management, as these are key for us. Use specific examples that showcase your skills in handling client relationships and managing multiple deals.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're passionate about the finance sector and how you can contribute to our growth. Be sure to mention your proactive approach and any relevant achievements that demonstrate your ability to drive results.
Showcase Your Communication Skills: As an Account Executive, strong communication is crucial. In your application, make sure to convey your ability to liaise effectively with clients and stakeholders. Use clear and concise language, and don’t forget to proofread for any typos or errors!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Roberts Webb Recruitment
✨Know Your Numbers
As an Account Executive, you'll be dealing with financial information regularly. Brush up on your understanding of key financial metrics and be ready to discuss how you've used them in past roles. This will show your potential employer that you can handle the financial aspects of the job confidently.
✨Showcase Your Relationship Skills
This role is all about building relationships, so come prepared with examples of how you've successfully managed client relationships in the past. Think of specific instances where you turned a one-time client into a repeat customer, as this will highlight your ability to foster long-term engagement.
✨Prepare for Scenario Questions
Expect questions that ask how you'd handle specific situations, like a deal that’s stalled or a client who’s unhappy. Prepare by thinking through your problem-solving strategies and how you can present alternative solutions. This will demonstrate your proactive, solutions-focused mindset.
✨Research the Company and Market
Familiarise yourself with the company’s offerings and the SME market they operate in. Being able to discuss their funding solutions and how they compare to competitors will show that you're genuinely interested and have done your homework, which can set you apart from other candidates.